A Year of Change, Growth, and Gratitude
As we close out 2025, we’re taking a moment to reflect on a year marked by change, growth, and resilience. From shifting political leadership in Canada and the U.S. to evolving markets and the rise of transformative technologies like artificial intelligence (AI), this year reminded us how important thoughtful financial planning truly is. In this special Good News! year-end update, we’re sharing key moments from 2025, both personal and economic, along with our holiday wishes and a look ahead to 2026.
Q1 2025: New Beginnings at Evans Family Wealth
2025 began with meaningful new beginnings. Anne officially joined the business, strengthening our team and expanding how we support clients. And on a more personal note, Hubble joined our family, bringing plenty of joy (and a little chaos) into our day-to-day lives.
Economically, the year opened amid major political transition. A new U.S. President was sworn in, resetting policy expectations around trade, taxes, and regulation. Markets reacted the way they often do during leadership changes—with volatility, headlines, and heightened uncertainty, reminding investors that long-term discipline matters most during moments of change.
Q2 2025: Milestones and Shifting Leadership in Canada
In the spring, we celebrated a big professional milestone: one full year at Wellington-Altus! It was a moment to reflect on how far we’ve come—and how grateful we are for the trust you place in us.
This quarter also marked a turning point politically in Canada, with Mark Carney elected as Prime Minister. Markets paid close attention, particularly around fiscal policy, economic stewardship, and Canada’s role in an increasingly complex global landscape. Rather than immediate clarity, the shift prompted ongoing debate and recalibration, reinforcing the importance of staying focused on long-term fundamentals amid evolving leadership.
Q3 2025: Innovation, Education, and Community
By summer, the conversation shifted. 2025 will be remembered as the year AI truly went mainstream—no longer just a concept for tech insiders, but a household tool used at work, at school, and in every day life. From productivity gains to capital investment, AI became a defining economic force, influencing markets, business strategy, and investor expectations.
This quarter was also when we began planning one of our favourite moments of the year: our Growing Together client luncheon. We welcomed over 40 clients for an afternoon of great food, meaningful connection, and thoughtful conversation. Glen also shared a keynote on the opportunity of AI for investors. What stood out most was the chance to spend unhurried time together, learning, laughing, and strengthening the community we’re so grateful to work with.
Q4 2025: Market Perspective and Holiday Traditions
As the year winds down, markets have reflected what many of us felt personally in 2025: progress wasn’t linear. We saw ups and downs, optimism and caution, and reminders that investing is as much about patience as it is about performance.
Here at Evans Family Wealth, the fourth quarter is about what matters most to us—family, friends, and connection. We hand-deliver gifts to our local clients, bake a ton of fresh shortbread cookies, and take time to personally thank the people who make our work so meaningful—you. It’s one of our favourite traditions, and always reminds us why we love what we do.
Photo curtesy of one of our clients
Looking Ahead to 2026 with Confidence
If 2025 was a year of transition and transformation, 2026 will undoubtedly bring its own uncertainties and opportunities. Markets will continue to evolve, technology will keep advancing, and headlines will come and go.
Our role remains the same: to help you navigate a changing world with clarity and confidence. We’re here to stay on top of the details, manage risk thoughtfully, and keep your long-term goals, like retirement, family, legacy, and the life you’re building, firmly in focus.
No matter what 2026 holds, please know that we’re in your corner, working proactively behind the scenes so you can enter the New Year with peace of mind and confidence in your financial plan.
From our family to yours, thank you for another great year! We wish you a joyful Christmas, a peaceful holiday season, and a healthy, prosperous New Year.
Warmly,
Briana, Glen, and Anne
Evans Family Wealth
Our family, serving your family.